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Microsoft Dynamics CRM + Pipedrive Integrations

Appy Pie Connect allows you to automate multiple workflows between Microsoft Dynamics CRM and Pipedrive

  • No code
  • No Credit Card
  • Lightning Fast Setup
About Microsoft Dynamics CRM

Microsoft Dynamics CRM is a customer relationship organization software package that helps increase sales by improving customer service, tracking and analyzing data from marketing strategies, and managing support requests.

About Pipedrive

Pipedrive is the sales management platform that helps you win more business, manage big sales, and keep your pipeline growing. It's flexible enough to fit in any sales process

Pipedrive Integrations
Pipedrive Alternatives

Looking for the Pipedrive Alternatives? Here is the list of top Pipedrive Alternatives

  • Zoho CRM Zoho CRM
  • Salesforce Salesforce
  • HubSpot CRM HubSpot CRM
  • Agile CRM Agile CRM

Best ways to Integrate Microsoft Dynamics CRM + Pipedrive

  • Microsoft Dynamics CRM Pipedrive

    Microsoft Dynamics CRM + Pipedrive

    Create Person to Pipedrive from New Contact in Microsoft Dynamics CRM Read More...
    Close
    When this happens...
    Microsoft Dynamics CRM New Contact
     
    Then do this...
    Pipedrive Create Person
  • Microsoft Dynamics CRM Pipedrive

    Microsoft Dynamics CRM + Pipedrive

    Create Deal to Pipedrive from New Contact in Microsoft Dynamics CRM Read More...
    Close
    When this happens...
    Microsoft Dynamics CRM New Contact
     
    Then do this...
    Pipedrive Create Deal
  • Microsoft Dynamics CRM Pipedrive

    Microsoft Dynamics CRM + Pipedrive

    Create Activity to Pipedrive from New Contact in Microsoft Dynamics CRM Read More...
    Close
    When this happens...
    Microsoft Dynamics CRM New Contact
     
    Then do this...
    Pipedrive Create Activity
  • Microsoft Dynamics CRM Pipedrive

    Microsoft Dynamics CRM + Pipedrive

    Update Person in Pipedrive when New Contact is created in Microsoft Dynamics CRM Read More...
    Close
    When this happens...
    Microsoft Dynamics CRM New Contact
     
    Then do this...
    Pipedrive Update Person
  • Microsoft Dynamics CRM Pipedrive

    Microsoft Dynamics CRM + Pipedrive

    Create Note to Pipedrive from New Contact in Microsoft Dynamics CRM Read More...
    Close
    When this happens...
    Microsoft Dynamics CRM New Contact
     
    Then do this...
    Pipedrive Create Note
  • Microsoft Dynamics CRM {{item.actionAppName}}

    Microsoft Dynamics CRM + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} {{item.actionTitle}}
Connect Microsoft Dynamics CRM + Pipedrive in easier way

It's easy to connect Microsoft Dynamics CRM + Pipedrive without coding knowledge. Start creating your own business flow.

    Triggers
  • New Account

    Triggers when a new account is created.

  • New Case

    Triggers when a new case is created.

  • New Contact

    Triggers when a new contact is created.

  • New Invoice

    Triggers when a new invoice is created.

  • New Lead

    Triggers when a new lead is created.

  • Updated Lead

    Triggers when a lead is updated.

  • Deal Matching Filter

    Triggers every time a deal matches a Pipedrive filter.

  • New Activity

    Triggers upon an addition of a new activity in Pipedrive.

  • New Deal

    Triggers every time a new deal is created.

  • New Organization

    Triggers when a new organization is created.

  • New Person

    Triggers when a new person is added.

  • Organization Matching Filter

    Triggers every time an organization matches a Pipedrive filter.

  • Person Matching Filter

    Triggers whenever a person matches a Pipedrive filter.

  • Updated Organization

    Triggers when changes are made in an existing organization.

  • Updated Person

    Triggers when an existing contact is updated.

    Actions
  • Create Account

    Creates a new account.

  • Create Case

    Creates a new case.

  • Create Contact

    Creates a new contact.

  • Create Lead

    Creates a new lead.

  • Create Opportunity

    Creates a new Opportunity.

  • Create Activity

    Creates a new activity.

  • Create Deal

    Creates a new deal.

  • Create Note

    Creates a new note.

  • Create Organization

    Creates a new organization.

  • Create Person

    Creates a new person.

  • Update Deal

    Updates an existing deal.

  • Update Person

    Updates an existing person.

How Microsoft Dynamics CRM & Pipedrive Integrations Work

  1. Step 1: Choose Microsoft Dynamics CRM as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Pipedrive as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Microsoft Dynamics CRM to Pipedrive.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Microsoft Dynamics CRM and Pipedrive

Microsoft Dynamics CRM

Microsoft Dynamics CRM is the sales and marketing software developed by Microsoft Corp. to manage customer relationships, contacts, and orders. Microsoft Dynamics CRM was initially launched in the year 2005. Since then it has evpved into a robust platform that helps organizations to drive revenue, increase customer satisfaction, and improve operational efficiency.

Microsoft Dynamics CRM is based on the Unified Modeling Language (UML. which is a standardized modeling language for software applications. The UML allows users to visually design, analyze, and document an application’s architecture. It also provides a high level of flexibility and reusability to developers.

Pipedrive

Pipedrive is a cloud-based Sales Management Software from Pipedrive Inc. The company was founded in 2010 by Timo Rein who previously worked at Nokia as Vice President of the Business Development department. In 2012, Pipedrive had its first round of funding from Finnish investors. In 2013, it raised another Series A funding from Lifeline Ventures and angel investors. In 2014, it raised a Series B funding of $2.7 million from Lifeline Ventures, Lifeline Ventures Partners, and angel investors. In 2015, it raised a Series C funding of $11 million from Lifeline Ventures and a few other private equity funds. In 2016, it raised a Series D funding of $25 million from Lifeline Ventures and a few other venture capital funds. In 2017, it raised a Series E funding of $18 million from Lifeline Ventures and a few other venture capital funds.

Integration of Microsoft Dynamics CRM and Pipedrive

Integration of Microsoft Dynamics CRM and Pipedrive can be achieved using four different methods:

  • Import Data from Microsoft Dynamics CRM into Pipedrive. Users can use this method to import data from Microsoft Dynamics CRM into Pipedrive. This makes it easy for users to share data between the two systems.
  • Export Data from Pipedrive to Microsoft Dynamics CRM. Users can use this method to export data from Pipedrive to Microsoft Dynamics CRM. This makes it easy for users to share data between the two systems.
  • Import Data from Pipedrive into Microsoft Dynamics CRM. Users can use this method to import data from Pipedrive into Microsoft Dynamics CRM. This makes it easy for users to share data between the two systems.
  • Export Data from Microsoft Dynamics CRM into Pipedrive. Users can use this method to export data from Microsoft Dynamics CRM into Pipedrive. This makes it easy for users to share data between the two systems.

Benefits of Integration of Microsoft Dynamics CRM and Pipedrive

The process to integrate Microsoft Dynamics CRM and Pipedrive may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.